SOA Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

SOA Wealth Advisors’s Portfolio EWZ Stock Details EWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.8K	Hold	47	–	–	﹤0.01%	718
2025 Q4	$1.49K	Buy	47 +2	+4%	+$63	﹤0.01%	733
2025 Q3	$1.4K	Hold	45	–	–	﹤0.01%	749
2025 Q2	$1.31K	Buy	45 +1	+2%	+$27	﹤0.01%	742
2025 Q1	$1.15K	Hold	44	–	–	﹤0.01%	734
2024 Q4	$1K	Buy	44 +2	+5%	+$54	﹤0.01%	731
2024 Q3	$1.25K	Hold	42	–	–	﹤0.01%	706
2024 Q2	$1.16K	Buy	42 +1	+2%	+$30	﹤0.01%	719
2024 Q1	$1.33K	Hold	41	–	–	﹤0.01%	742
2023 Q4	$1.44K	Buy	41 +1	+3%	+$32	﹤0.01%	728
2023 Q3	$1.22K	Hold	40	–	–	﹤0.01%	753
2023 Q2	$1.29K	Sell	40 -265	-87%	-$7.89K	﹤0.01%	764
2023 Q1	$8.34K	Hold	305	–	–	﹤0.01%	553
2022 Q4	$8.52K	Buy	305 +3	+1%	+$92	﹤0.01%	543
2022 Q3	$8K	Hold	302	–	–	﹤0.01%	532
2022 Q2	$8K	Buy	302 +2	+0.7%	+$66	﹤0.01%	522
2022 Q1	$11K	Hold	300	–	–	﹤0.01%	567
2021 Q4	$8K	Buy	300 +3	+1%	+$90	﹤0.01%	599
2021 Q3	$9K	Hold	297	–	–	﹤0.01%	608
2021 Q2	$12K	Hold	297	–	–	﹤0.01%	544
2021 Q1	$9K	Hold	297	–	–	﹤0.01%	525
2020 Q4	$10K	Buy	+297	New	+$9.58K	﹤0.01%	514

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

SOA Wealth Advisors's EWZ Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares MSCI Brazil ETF (EWZ) position steady in Q1 2026 at 47 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

SOA Wealth Advisors first reported a position in EWZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $12K in Q2 2021. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

SOA Wealth Advisors held 47 shares of iShares MSCI Brazil ETF worth $1.8K as of Q1 2026.
SOA Wealth Advisors left its iShares MSCI Brazil ETF share count unchanged in Q1 2026.
iShares MSCI Brazil ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #718 holding.
SOA Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's iShares MSCI Brazil ETF position peaked at $12K in Q2 2021.
412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.